Sand Hill Global Advisors, LLC ETFs

Sand Hill Global Advisors, LLC

$2.35 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
OEF Ishares S&P 100 ETF	$0	$1.01 Million 0.04% of portfolio	3,802	Q4 2024 Reduced 0.52%
IEMG Ishares Inc	$0	$945,000 0.04% of portfolio	17,621	Q4 2024 Added 3.96%
IUSV Ishares Core S&P U.S. Value Et	$0	$889,000 0.04% of portfolio	9,603	Q4 2024 Reduced 6.28%
GLD Spdr Gold Trust	$93.9B	$819,000 0.03% of portfolio	3,386	Q3 2024 Reduced 42.7%
SCHD Schwab Strategic Tr Us Dividen	$0	$816,000 0.03% of portfolio	29,901	Q4 2024 Added 200.0%
IEFA Ishares Tr	$0	$736,000 0.03% of portfolio	10,481	Q4 2024 Added 15.45%
SCHE Schwab Strategic Tr Us Emergin	$0	$637,000 0.03% of portfolio	23,942	Q4 2024 Reduced 26.82%
SCHC Schwab Strategic Tr Intl Small	$0	$620,000 0.03% of portfolio	18,062	Q3 2023 Reduced 17.8%
IJS Ishares S&P Smallcap 600 Value	$0	$615,000 0.03% of portfolio	5,670	Q2 2024 New
FNDX Schwab Fundamental U S Large C	$0	$600,000 0.03% of portfolio	25,367	Q4 2024 Added 199.99%
PDBC Invesco Act Mge Et Cmdt Fd Tr	$0	$530,000 0.02% of portfolio	40,815	Q4 2024 Added 71.87%
IWD Ishares Russell 1000 Val ETF	$0	$517,000 0.02% of portfolio	2,795	Q3 2024 Added 7.83%
VBK Vanguard Small Cap Growth ETF	$0	$514,000 0.02% of portfolio	1,836	Q4 2024 Added 4.68%
SPSM Spdr Portfolio S&P 600 Small C	$0	$490,000 0.02% of portfolio	10,925	Q4 2024 Reduced 9.19%
DFAT Dimensional ETF Tr U S Target	$0	$481,000 0.02% of portfolio	8,652	Q4 2024 Reduced 7.55%
DFAC Dimensional ETF Tr U S Core Eq	$0	$462,000 0.02% of portfolio	13,360	Q4 2024 Reduced 3.06%
BND Vanguard Bd Index Fd Inc Total	$0	$439,000 0.02% of portfolio	6,108	Q4 2024 Added 66.7%
IAU Ishares Gold Trust	$47.2B	$393,000 0.02% of portfolio	7,955	Q4 2024 Added 23.2%
NUDM Nuveen Esg International Devel	$0	$386,000 0.02% of portfolio	12,848	Q4 2024 Added 7.34%
SUSA Ishares Tr Msci Usa Esg Select	$0	$369,000 0.02% of portfolio	3,038	Q3 2024 Added 3.97%
IJR Ishares Core S&P Sm Cap ETF	$0	$345,000 0.01% of portfolio	2,995	Q4 2024 Added 18.24%
SCZ Ishares Tr Msci Eafe Small Cap	$0	$341,000 0.01% of portfolio	5,623	Q2 2024 New
GVI Ishares Tr	$0	$307,000 0.01% of portfolio	2,949	Q4 2024 New
EMB Ishares Tr	$0	$307,000 0.01% of portfolio	3,459	Q4 2024 Reduced 3.14%
BIV Vanguard Bd Index Fd Inc Inter	$0	$284,000 0.01% of portfolio	3,806	Q3 2024 Added 26.15%
FEX First Tr Large Cap Core Alphde	$0	$261,000 0.01% of portfolio	2,506	Q4 2024 Reduced 4.17%
VGT Vanguard Information Technolog	$0	$249,000 0.01% of portfolio	401	Q4 2024 Reduced 1.47%
FNDA Schwab Fundamental U S Small C	$0	$224,000 0.01% of portfolio	7,559	Q4 2024 Added 99.97%
IGSB Ishares Trust Ishares 1 5 Year	$0	$217,000 0.01% of portfolio	4,202	Q4 2024 Reduced 0.45%
DVY Ishares Tr	$0	$216,000 0.01% of portfolio	1,647	Q3 2024 New
IAT Ishares Tr	$0	$205,000 0.01% of portfolio	4,090	Q4 2024 New

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